Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA Blended 0-3 Year US Treasury Index.
Ways we can help
Think of us as your strategic investment partner. Since our inception, we have been passionately committed to exceeding each client’s expectations. This philosophy is at the heart of everything we do at Chandler Asset Management.
Our Strategies
Since clients have differing objectives and constraints, we manage each portfolio separately. This process begins by taking the time to get to know our clients and understand their unique needs so we can act as a true partner who works passionately to help them reach their long-term goals.
Chandler’s Limited Maturity Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-3 Year US Treasury Index.
Chandler’s Short Term Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-5 Year US Treasury & Agency Index.
The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BofA 1-5 Year US Corporate Index.
The Intermediate Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Treasury & Agency Index.
The 1-10 Year Government/Corporate strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Corporate and Government Index.
Chandler’s Core Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.
Chandler's GPS Strategies provide a "turnkey" solution to managing short-term investment and liquidity needs. The strategy has a low investment minimum and full-time fiduciary oversight.
Chandler’s Multi-Asset Class (“MAC”) Strategy invests in a well-diversified portfolio of financial assets, including stocks, fixed income securities, commodities, and REITs. The MAC strategy seeks to add value through a disciplined, quantitative and qualitative process.
*Composite quality based on S&P ratings.
The Short Term Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the Bloomberg Barclays 1-5 Year Gov’t/Credit AAA-A Index.
The 0-6 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 6 years.
The 0-12 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 12 years.
The Intermediate Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the ICE BofA 1-10 Year Gov’t/Corporate Index.
Chandler’s Core Bond SMA strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.
*Composite quality based on S&P ratings.
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Public Agencies and institutions
Fixed Income Strategy (as of 9/30/2024)x
Ultra Short Bond
Chandler’s Ultra Short Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA Blended 0-3 Year US Treasury Index.
Ultra Short Bond ⓘ
Yield: 4.29% Duration: 0.95 Quality: AA DOWNLOAD PROFILE
xLimited Maturity
Chandler’s Limited Maturity Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-3 Year US Treasury Index.
Limited Maturity ⓘ
Yield: 3.99% Duration: 1.83 Quality: AA DOWNLOAD PROFILE
xShort Term Bond
Chandler’s Short Term Bond Strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-5 Year US Treasury & Agency Index.
Short Term Bond ⓘ
Yield: 3.91% Duration: 2.59 Quality: AA DOWNLOAD PROFILE
xAll Corporate
The All Corporate strategy invests in U.S. investment-grade corporate bonds rated “BBB” and above. The strategy is benchmarked to the ICE BofA 1-5 Year US Corporate Index.
All Corporate ⓘ
Yield: 4.29% Duration: 2.31 Quality: A- DOWNLOAD PROFILE
xIntermediate Bond
The Intermediate Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Treasury & Agency Index.
Intermediate Bond ⓘ
Yield: 3.89% Duration: 3.59 Quality: AA DOWNLOAD PROFILE
x1-10 Year Govt / Corporate
The 1-10 Year Government/Corporate strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA 1-10 Year US Corporate and Government Index.
1-10 Year Govt / Corporate ⓘ
Yield: 4.05% Duration: 3.72 Quality: AA- DOWNLOAD PROFILE
xCore Bond
Chandler’s Core Bond strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.
Core Bond ⓘ
Yield: 3.38% Duration: 5.09 Quality: AA- DOWNLOAD PROFILE
xGuided Portfolio Strategies ("GPS")
Chandler's GPS Strategies provide a "turnkey" solution to managing short-term investment and liquidity needs. The strategy has a low investment minimum and full-time fiduciary oversight.
Guided Portfolio Strategies ("GPS") ⓘ
Yield: -- Duration: -- Quality: -- DOWNLOAD PROFILE
Asset Allocation Strategy (as of 9/30/2024)xMulti-Asset Class
Chandler’s Multi-Asset Class (“MAC”) Strategy invests in a well-diversified portfolio of financial assets, including stocks, fixed income securities, commodities, and REITs. The MAC strategy seeks to add value through a disciplined, quantitative and qualitative process.
Multi-Asset Class ⓘ
DOWNLOAD PROFILE
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Financial Professionals
Fixed Income Strategy (as of 9/30/2024)x
Short Term Bond SMA
The Short Term Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the Bloomberg Barclays 1-5 Year Gov’t/Credit AAA-A Index.
Short Term Bond SMA ⓘ
Yield: 3.87% Duration: 2.71 Quality: AA- DOWNLOAD PROFILE
x0-6 Year Corporate Bond Ladder
The 0-6 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 6 years.
0-6 Year Corporate Bond Ladder ⓘ
Yield: 5.31% Duration: 2.16 Quality: A- DOWNLOAD PROFILE
x0-12 Year Corporate Bond Ladder
The 0-12 Year Corporate Bond Ladder will invest in corporate bonds with maturities between 0 and 12 years.
0-12 Year Corporate Bond Ladder ⓘ
Yield: 5.22% Duration: 4.07 Quality: A- DOWNLOAD PROFILE
xIntermediate Bond SMA
The Intermediate Bond SMA strategy seeks to generate consistent total return by focusing on the preservation of capital and risk management. Benchmark is the ICE BofA 1-10 Year Gov’t/Corporate Index.
Intermediate Bond SMA ⓘ
Yield: 3.99% Duration: 3.91 Quality: A+ DOWNLOAD PROFILE
xCore Bond SMA
Chandler’s Core Bond SMA strategy seeks to achieve above-benchmark returns consistently throughout market cycles with low volatility relative to the ICE BofA US Corporate, Government and Mortgage Index.
Core Bond SMA ⓘ
Yield: 2.98% Duration: 4.78 Quality: AA- DOWNLOAD PROFILE
Asset Allocation Strategy (as of 9/30/2024)
*Composite quality based on S&P ratings.
Core Benefits
Risk Management
Emphasis at all times on preservation of your capital and your risk tolerance
Performance
Experienced in fixed income investing in all market cycles
Service
A strong client-centered culture that values responsive, personal service
Public Agencies and Institutions
We have been developing and implementing fixed income investment solutions for our institutional clients, including public agencies, healthcare providers, foundations, endowments and corporations, since 1988. Our Founder Kay Chandler continues to be the driving force behind the firm. Martin Cassell, our CEO leads the investment team and oversees the firm’s business activities.
The firm is independent and wholly owned by its employees. All of our resources are dedicated to finding custom-tailored investment solutions for our clients, and to providing superior client service.
Financial Professionals
Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.
We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.
Public Agencies and Institutions
We have been developing and implementing fixed income investment solutions for our institutional clients, including public agencies, healthcare providers, foundations, endowments and corporations, since 1988. Martin Cassell, our CFO leads the investment team and oversees the firm’s business activities.
The firm is independent and wholly owned by its employees. All of our resources are dedicated to finding custom-tailored investment solutions for our clients, and to providing superior client service.
Financial Professionals
Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.
We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.
Financial Professionals
Chandler Asset Management has built a strong reputation for working with financial professionals to help meet and exceed their clients’ investment goals.
We employ an active management approach with a focus on consistent long-term results. From cash management to core bond portfolios, we offer separate account solutions designed to suit the diverse needs of your clients.